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  1. Invoicing | Files - Ability to attach files before adding contact

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    31 comments  ·  For small businesses » Business features  ·  Admin →
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    In discovery  ·  AdminKelly Munro (Community Manager, Xero) responded

    Thanks to everyone that contributed and gave feedback to the teams survey that was shared in my last update.

    There was a lot of valuable insights that the team are able to take from this as they continue to plan whats next in invoicing.

    We understand and appreciate there are different flows for how our customers invoicing, and the timing of adding files can be dependent on these flows also.

    Our team are currently reviewing and exploring solutions to enable attachment of files to an invoice prior to the Contact. As soon as I have more news around this I'll be sure to share with you all through the idea here.

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    Simon Marshall commented  · 

    Is there any more news on this issue?

    I fill out all the details for the invoice from the file that I previously upload to Xero.

    Until I can attach the file I dont know the contact details which the new invoice system demands to be the initial step.

    This is critical in our business.

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    Simon Marshall commented  · 

    The new invoicing page no longer allows you to attach/upload a file without filling out a contacts details first.

    We manually take images and upload them with the Xero App of our handwritten "in the scheme sales forms" which have all the HMRC required details filled out by the customer at the time of purchase.

    Previously I could create a new invoice, immediately attach the image of the form from Xero's Files library and then fill out all the details regarding the customer, and sales information from the image.

    Now you must put the customers details in first which I dont have unless until I view the form. please can the restriction be lifted.

    Simon Marshall supported this idea  ·